we speak. guys, i want to thank you all very, very much, we'll see how it works out tomorrow. in the meantime, have a safe, profitable week. ♪

charles: it cashing in on profits without cashing out shares, taking on the world of dividends in picking a stock in the market, one of the most financial talk show radio hosts in the business joining us to discuss and help us make this your market. what a difference a day makes? stocks hammered by incertainty in the middle east, and while uncertainty has not gone away, stocks bowrchessed back, ending session higher, which is why i say, you don't want to get spooked by day-to-day gyrations in the stock market, watch fundamentals, and they did not change in the past 24 hours. a few news headlines did. for example, facebook, down nearly 5% yesterday, one of the bigger winners today, and the company, well, nothing changed with it overnight. it's the summer. we have light trading volume at this time of the year, and usually market volatility.

take the dips as buying opportunities, and, of course, be selective, not every stock is going to be a winner. ultimately, though, come out ahead. right to the panel. scott martin, market strategist for united advisers, sam, chief equity strategist for s&p capital iq, and phil silver maren at kings view capital. first, guys, to the session today. how do you feel about it, scott, the bounce back, what does that tell us, and how are you feeling now? >> well, charles, as you mentioned, the stocks out there, and, certainly, indexes, we were due for a bounce because your appointment's well taken. syria news is terrible, there's fear out there, but it's not changed the economic fundamentals yet, so, yes, the bounce back was good, we got a little bit of a selloff into the close because i'm sure investors don't go into tomorrow long inersly or unexposed so there's position off. other things going on today, charles, was you saw the oil complex go up. crude, again, two-year high, but

gold and some of the metals did not follow suit. the weakness in the metals yet strength in oil shows this fear trade is ending to me. charles: phil, scott used the word "fontmentals of the economy," what are they right now? >> well, we are still in an economy that's growing -- slowly growing, and not as fast as we'd like to see, but, you know, it's not recessionary right now. charles: how does that correlate to the market? for a politician, that's okay, you get votes, but for a stock market up 9,000 points from the low, is that strong enough to justify the rally and to sustain the rally? >> well, i believe right now it's tough to see the market going up strongly from here with a couple of big things on the horizon, being, obviously, the syria thing, but coming into the debt ceiling and september. we've had a great year up until now. it's hard for me to think this economic growth is going to

support us going much up from here unless we resolve the other issues. charles: political or economic or both? >> well, a lot of political right now. i mean, the debt ceiling is going to be a very interesting thing coming up. charles: it is, it is, and the continuing resolution. sam, you crunched the numbers every which way. you know every single aspect of the numbers, crunched them all. what do they say? >> turn this into a cereal, captain crunch of numbers. they say right now, maybe today ended up being the bottom of the pull back or most recent weakness because markets, what we find, prices lead fundamentals, and as the first guest said, you know, the syria thing is out for quite some time, as phil minged, and, yeah, there's worries about -- charles: why say that? the volume, way we bounce back? why is today an inflection point other than the fact we bounced in >> quoting the chief technician, and his feeling is that when he looks to

retracement level of levels, trend lines, support levels, reading the charts of investors' sentiments, he says because we went down and touchedded the 1627 level, that was important from a technical perspective, that maybe if that was all that we got, then that's probably the end for this pull back, and that the market then starts to go back towards the higher level. charles: right, scott, take a little of what phil and sam said. phil acknowledges that, hey, listen, the economy's got to get better. sam's guy says, maybe it will, because, listen, the market plays the role of a harbor and tells us what happens in the future. does that give you hope, perhaps, the fundamentals will catch up with the market rally? >> some. i mean, the market or the economy, i guess, charles, the economy is -- what phil said, could be worse. we'rr not strong. i think the consumer, certainly, is on thin ice here, that's not giving me a lot of confidence, but, at first, the market -- you

know, look around at other indexes. i mean, look at europe, the emerging market, look at bonds. they are getting smoked. in fact, commodities were terrible investments until just the last month so all the other indexes, charles, beside u.s. stocks, have been as volatile as like a miley cyrus concert, like, it's been nowhere anybody wants to be, and that's driving investment dollars back because they are going to see the stability of the u.s. stock market. charles: okay. everyone else is twerking, and the only stability is the u.s. stock market. we got you on that. guys, talk about that. i want to take the idea of stability, a lot of people want to be invested without the crazy gyrations, and they say a smart way is dividends. scott, what do you tell an investor looking at the steady pace of dividend paying stocks and portfolio leaning heavily towards that stuff? >> i think dividends are great because what's happening now, charles, is companies are sitting on record amounts of cash. trillions of dollars of it, and they are trying to reward with

buybacks and/or dividends. bonds, traditional areas where you find yield, like in bonds, high yield corporate, wherever, treasuries, you're not finding it there, you find a lot of price risk, which hurts you. you're seeing diff depped stocks to get yield, and, frankly, total return, and if don't forget, if you look at your 401(k) saying, well, stocks are over valued, guess what, money chasing then because other yield instruments do not provide good return make dividend stocks go up. charles: sam, you know, in this sort of period of anxiety, let's put it that way, a lot of people out there watching the show, dividends might be the way to go for them; right? maybe they can sleep better at night. >> absolutely right. one of the big concerns investors have with investing in stocks is the volatility, and as scott said, as you look back over time, actually, the high dividend payers have a 20% discount in terms of volatility as compared with the market,

whereas the nonpayers have a 10-20% premium, and you end up with greater volatility with the nonpayers than the dividend payers. let's face it, also, it's hard to find a nonpayer, and 8 o% of the companies in the s&p 500 pay a dividend. charles: phil, you know some payers are different than others. a couple years ago, utilities was the safe haven bet, took off, got ahead of themselves, and it was not the best play last year. where do you fine yourself now in the world of diff depped paying stocks? >> interesting thing is there's been a chase for yield. the dividend payers have done really, really well, and we've seen this fear in the credit markets recently, dividend stocks got beat up good. charles: is that fair? should they trade, like, anything associated with yield, you know, the bond trade, you know, really have to correlate like that, you know, people get

out of bonds, equities hit -- >> there's a lot of groups out that do a lot of correlation trading looking at what are things trading like? the dividends that have done dividend paying stocks trade off the yield, and people were chasing them. charles: yes or no, should average investor look at dividend paying stocks in the port portfolio now? >> absolutely, the volatile in the market gives you the opportunity as people sell out of these because they are worried about interest rates to selectively buy one to give you opportunities. charles: great, guys, don't go anywhere because the panel is back in 35 minutes, and you can give us marching orders, that's the blueprint for tomorrow's investing. more to come on this special hour, including how martin luther king's speech spoke of the component to swim for americans in the ocean of america's prosperity, and we have an american success story who started a business 20 years

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♪ charles: we're continuing to "make your market" this week bye success stories inamerica. the goal is to inspire you to invest, to inspire you to look at what regular people have done with admiration and unlock your own potential. last night, we had the ceo of one of the world's the largest equipment rental provider, and the secrets bind their success in the last few year, and, tonight, well, another company that 2 million people subscribe to it. that's angie's list, the home grown success and world of reviews. i'm a fan and admirer of yours andsee where you started off called columbus neighbors going

door-to-door. stair that with us. >> se. we started angie's list in columbus, ohio, fresh out of college, his intern out of college, a we wanted a better way to share information on what blummer and electrician to hire, and we copied a small business in indianapolis since the early 70s and started from scratch in clean up bus, and the markets plan was me going door-to-door selling memberships. i can't say i'm a salesperson. it was a character building exercise. charles: how scared were you? i mean, door-to-door, out of college, too oung to know any better? how did you get through that? >> oh, it was -- you got through each day. i would measure sales, you know, as one or two members a day, and, you know, had to give myself a pep talk every day. i'm an introvert that wanted to look at spread sheets versus

trying to sell, and door-to-door in the 1990s was not the most fun experience. charles: i don't think it's ever a fun experience. i will tell you some of the most successful businesses in the world start tha way, and i think the founders of the businesses develop a certain type of grit. you got the business. i would imagine with the classic hock ky stick sort of thing, flat for a long time, and it starts to have inflections take off. was that point as an interpret-based business? >> first was moving online in 1998, but, really, for us, we had to go out, get the local markets open, have all the markets open, and then we really saw our growth take off, especially when we could then scale to national advertising, really allowed the business to accelerate its growth to where you see it today. charles: you modeled the business to something that existed before, it was homey, and, you know, to play out on a

national stage, and i talked about it earlier in the week, in this country, you're actually asking people to trust their neighbo' opinions, trust someone they never met, trust and pay for the opinions. i mean, do you sit down and think about like, wow, i'm -- are you shocked that it works? >> well, consumers are willing to pay for quality information. from the very beginning, this has been all about having the best quality reviews. we've never allowed anonymous reviews, and we really focus on what we call high cost of failure services. you know, hiring a roofer or plumber, i mean, you're investing in your home, and those transactions have to go well, and for that kind of feedback, consumers, you know, really nt to invest to make sure they are making the right decision to get the best information possible. charles: you know, what we are trying to achieve this week is to not be afraid to own great american businesses, but once publicly traded and get a certain amount of success, there's a bull io eye in the

back as realm. therethere was an earnings repoy of the estimate, and the stock came down a bit, and now the shorts, people are betting against you. is that something you think about or focus on at all? >> focus on the funamental metrics of the business and long term growth of the business, and that is what we are focused on internally. charles: you know, because you had the success, a lot of people out there, not only admire you, but there's imitators. competition is piling up. what's the game plan to fight back to the new imitators, if you will? >> well, you know, when i think about this, we've been in the industry for 18 years, and there have been rounds of competitors many times over in the last 18 years. the local service industry is a huge industry. there's likely to be multiple players when it's all said and done that could have differt types of models because, still, today, you just askng a friend, neighbor, or seeing a yard sign is a very common way for you to

find local services, so we're still gaining share from the old-fashionedded way of finding service companies. charles: what else is old-fashioned? pulling yourself up from the boot straps. i admire you, and thank you for spending time with us. >> thank you. charles: see you again soon. i'll talk to a 46-year-old general contractor who never invested in the market. find out why, and 50 years ago, martin luther king gave his "i have a dream speech," but it was not just about race, but spoke of not just justice, but owning your future. my take on what it should mean for your prosperity, next. ♪ ♪ nascars about excitement. but tracking all the action and hearing everything from our marketing partners, the media and millions of fans on social media can be a challenge. that's why we partnered with hp to build the new nascar

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never really thought i would make money doing what i love. [ robert ] we created legalzoom to help people start their business and launch their dreams. go to legalzoom.com today and make your business dream a reality. at legalzoom.com we put the law on your side. then you'll know how uncomfortable it can be. [ crickets chirping ] but did you know that the lack of saliva can also lead to tooth decay and bad breath? [ exhales deeply ] [ male announcer ] well there is biotene. specially formulated with moisturizers and lubricants, biotene can provide soothing relief and it helps keep your mouth healthy, too. [ applause ] biotene -- for people who suffer from dry mouth. charles: crowds gathered today to

♪ charles: i would be remised if i didn't mention today being the 50th anniversary of the march on washington for jobs and freedom. that give martin luther king the platform for his "i ave a dream" speech. these days, the words are used by various organizations with a variety of goals which seem more like his warning, quote, let us not seek to satisfy thirst for freedom by bitterness. he could get people off poverty stuck in material prosperity. these day, individuals fight to keep themselves that promissory te of life, liberty, and the pursuit of happiness, but it seems okay with others are denied the same thing.

we want it for ourselves, but not for others because the words from the backbone of the nation really, ultimately, boil down to one word, and that's "dignity." the government can't give you dignity, but gives you the backdrop to exercise and share it. when i want everyone to own great companies, the word is "own," and when you own knowledge, ambition, determination, and compassion, that's when dreams came true. speaking of justice and opportunity, but if you don't own or give away your promissory note, dignity is lost forever, and the island of poverty will be your home forever. that boils down to the need to understand that character puts as much on the individual as it does on the right of others in society. yo see, the speech was not a war on business, a war on successful people, or a plea to take and send the nation into oblivion. on the contrary.

it was a rejection of the welfare mind set. he was not talking about a nation with limited opportunities masked as saul middle class, he wanted access to the prosperity in since 1963 #, doors opened and dreams realized shocking ourselves a little bit in the world with how quickly we elected a black man to lead the nation, black billionaires, corporate leaders, sure, a lot of work to be done, but the beauty is that we all have the power to kick open the doors by pounding them with firsts of skill and fists of desire. we can change our whole lives by owning great american companies. that's shared prosperity. that's true freedom. now, we want to get into tonight's quiz, all this week, showed you pictures of international cities, and you've been tweeting and e-mailing me answers, and every now and again, you get it right. here's the point. i'm trying to show you prosperity in the portfolio, if you want to be prosperous, think local.

invest in american companies with ginned pinnacles around the word because of the money around the world. he's the city, another great example of what i talk about. this country's middle class is growing like fire, one of the few places in the world where the united states runs a trade surplus. that's right. buying more stuff from us than we buy from them. they buy $65 billion of made in america products every year like boeing, caterpillar, one of the biggest users of facebook on the planet, second only to us. that's a lot of "likes" if you know what i mean. if you think you know where it is, tell you what, tweet me or e-mail me at charles.payne@wstreet.com. still ahead on "making your market," he remits too many of you watching the show, very successful in his own creer, but never been in the stock market. we'll talk about the best strategies to secure financial freedom and prepare for a life

where money's working so he doesn't have to. also, the financial is back with the first trade for tomorrow morning, and i'm pumped to share what i think will be a huge money making investment in my "making money" segment. ♪ ♪ [ male announcer ] staying warmnd dry has never been our priority. our priority is, was and always will be serving you, the american people. so we improved priority mail flat rate to give you a more reliable way to ship. now with tracking up to eleven scans, specified delivery dates, and free insurance up to $50 all for the same low rate. [ woman ] we are the united states postal service. [ man ] we are the united states postal service. [ male announcer ] and our priority is you. go to usps.com® and try it today. the most free research reports, customizable charts, powerful screening tools, and guaranteed 1-second trades. and at the center of it all is a sprisgly low price -- just $7.95. in fact, fidelity gives you lower trade commissions

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charles: all this week, we've been introducing you to novice would-be investors, too afraid or too uncertain, and a lot of these guests mention all their interess, particularlyin retail stores they frequent as shoppers. why not be an owner of the companies? i keep asking them this. we are following up with three picks they had this week from the special on monday as well. the guests reported, i can't believe this, blew away the number, up five bcks, that's a huge move. this stock could be up 20%, at least 15%. this is from mike's portfolio,

mike the model, that was his worst performer, now will be his best. before the open, express, they reported their second quarter revenues up big time, online sales helping them a lot, retailer rates the full-year forecast, and that gave a solid outlook for the year, up 8%. mike, monday, he would be up huge. now, miss new york, she was rocking already, but her favorite, dsw, their net income rose 15%, reported on monday -- well, monday, when she left the show, the stock was at $80 a share. look at that spike there, spiked all the way to $88, pulled back is bit, but huge. in just 24-48 hours, kidding me? listen, here's the thing, it's never too late to become an owner of great american businesses. here with us today is richard weber, a 46-year-old builder and developer who has been stashing cash under the mattress, but maybe no longer if we talk about the right approach to retirement. richard, welcome to the show.

>> thank you very much for having me on. charles: you're a builder, a contractor, do a lot of business face-to-face. >> yes. charles: that's what inhibited you from the market. you felt like it was an opaque sort of thing, a building, people, numbers, but you don't know the people inside. >> exactly. i just, you know, when i build something, the customer meets me, they see hat i built, put it together, wow. there you go. with the stock market, i don't know what is going on. i give someone money, it go? [laughter] does he leave the country with it? pick up the paper the next day? charles: he seemed cool. [laughter] no wonder he was in palm beach with everyone's money. did you see the interview with angie hicks while you were waiting? >> yes, i did. charles: out of college, a regular middle american kind of young lady builds a business going door-to-door. that's the kind of person, if

you knew, would invest? >> exactly. charles: like a female version of you. >> sort of, yes, very much middle class person, working m way through, going door-to-door, similar, so it's very much on the same page. charles: i got to let the audience know, i think wall street has done this deliberately. i do. they spent the last 100 years saying, hey, this is too spooky. you can't do it yourself. if you want to do it, send us your money and let us handle it for you. i think that's -- i think that's been by design. this is not as hard as you think it is. good thing is now, you don't have any kid you are not worried about college, but you plan on having kids? charles: yes, had serious ups and downs. >> yes. charles: when good times are good, they are good. >> oh, yes. charles: said with a grin on the face, but the bad times bad as well. >> yes. we took it hard in the construction world, so that's why i want to learn more about dividing. whatever i bring in, i want some here and here.

charles: what are you doing? for retirement, what have you been doing? >> planned on retiring when i was 55. that's not going to happen. charles: in the building boom of 2005. >> exactly. charles: just stashing money in the shoe box? >> stashing, oher wheel and deals, but what happens, everything parlayed when it crashed and this property and that property lost value, and development deals went south. charles: had money in land and cash? >> yes. charles: they fell apart? >> yes. charles: starting from scratch? >> a lot of us are. charles: you said "a lot of us are," and almost everyone in the country took a hit. what came back first? what's come back the strongest so far? the stock market? >> exactly. harles: the dow back to all-time highs. why? because the corporations have a lot of money. stocks go down, but ibm, at&t, they weather the storm. that's -- think about it like if

you're on the ship and it wrecks and you have lifeboats out there, most of us get in a dingy. they are boats the size of the cruise ships. in other words, they weather the storm. this is what people have to i think about in that respect, what are thing yows like personally, some of the thing you are interested being an owner in? >> oh, broad spectrum. maybe some, like, well, toll brothers, money over there, and -- charles: out of the land thing, okay? >> going to what i know. charles. that a grat point. i met doctors, they send portfolios, and everything is medical related. i mean, some people oh, the world's going to end, gold, gold, gold, silver. i'm diversified. no, you are not. >> back to what i know though. charles: fish or hunt? >> no. charles: what do you like to do? >> surfing. charles: travel? >> yes.

charles: travelocity. orbitz, i mean, what i tell you is go home, look at maybe the top ten to 15 places you spend money or places you love a lot, richard, that you would tell other people about. have you found a service or product, and you told friends about it? >> yes. charles: that's an unpaid spokesperson. >> yeah. i guess. charles: if i'm unpaid, and i like something that much, i think i should, at the ery least, consider becoming an owner of the company as well. >> that makes a lot of sense right there. charles: all right. you know, glad i met you, and 46, you plan on having kids, huh? >> yeah, well, i'm a late bloomer. charles: you're young, fit, and you surf. that's great, richard. >> tha you. charles: tomorrow's trading day, and, next, jumping into the market is overwhelming, but we'll have stock picking advice for you on how to pick the right

one and what experts look for. ♪

charles: all right, n that we convinced you to invest in the market, next is choosing stocks for your portfolio, it's not as daunting as you think. you know more than you give yourself credit for. we realize that. getting started pcking the stocks, steve crowley, we've known each other for a long time, and you've been at this for a very, very long period of time. people are intimidated and afraid. help them not be afraid. how do they go about this? >> i'm a believer in resources.

this is your money. it's your money invested. subscribe to the "wall street journal," investors business daily, news letter like yours, wstreet.com, and take it seriously, but use resources because these people call it all down starting with thousands of stocks and call it down to the 50 or so stocks to look at. charles: talk about the structure of the portfolio, you know, what i tell people all the time, steve, you know, 450% of so-called investors own one stock. when you own one stock, it's a casino. that's rolling the dice, not investing. build the ports folio, what do we start with? >> five or tengrowth stocks. i like growth and value stocks, those a little bit under valued, so i like to put together at least 10-20 stocks or etfs, exchange traded funds, and they should be stocks that have been on the move for the past year and have more momentum upwards and maybe you buy them in bits,

keep the watch list in bits like right now; right? the market is flat and down, but keep the watch list, and when stocks move up, jump in and buy them. charles: nonbelieversthink i'm joking when i salivate at the market pulling back. we're coming out of an earnings season. we know at least 10-15 companies that had tremendous earnings, gave phenomenal guidance, the stocks up, if they go down because there's an ineraction with syria, that's down. they are not in trouble. is that the point you are making? >> well, making that point -- i remember years ago talking to peter lynch, he says look out in society of what is working, what people buy, and netflix is a great story because look what happened to netflix. it started low, and it's record high, and you mentioned this afternoon, something called sina corporation, s-i-n-a, and that's pointing out why you watch

financial news and radio because look at sina recently. that's a good example. it had four pullbacks in the year, but it's great company and stock. charles: right. i'm heavy in the dry bolt shippers. that's when you do extra work. you don't always have to do that. there's enough great companies out there for people to have building blocks of five to ten stocks. okay. i bought them, steve. i'm in the game. you sucked me many, m man, and now -- >> okay. charles: what happens? how do i ride out the wave? >> important to look for the downdrafts here because look what happened to dndn, stock blistered in three weeks. watch carefully. what i say in the notes tay is that when your stock is down by, like, 6% or 7%, that's the caution light, yellow light, watch out, could be going lower, 8-10%, get out, liit the

losses, and if you love it, buy itback when it's going up again. you can do that. don't be afraid to get out and reapply later. charles: we put them on the screen. steve, i remember two years ago, i think the stock was 40-50 bucks, out of the world, but i don't touch biotech stocks, and that's back to when you talk about what peter lynch talked about and the theme of the week, start with stuff that you know. it doesn't have to be rocket science or a biotech to cure the world or a computer chip making us invisible, but basic stuff; right? >> it can be. sir john temperature lton told me years ago he made millions of dollars becae you get in at market at market bottoms. buy when the market is tanks. when everybody is running for the doors, that's the time you buy. charles: blood on the floor, and buffet made fortune with coca-cola. steve, you are one of my idols, appreciate you taking the time

out. >> thanks, charles, you do a great job, thanks. charles: see you soon. my stock picking, pounding the table with my clients, sharing it with you too, and the all-star panel returns with a look at tomorrow's market and what you need to keep an eye on. we're making your market after the break. ♪ before copd... i took my son fishing every year. we had a eat spot, not easy to find, but worth it. but with copd making it hard to breathe, i thought those days might be over. so my doctor prescribed symbicort. it helps significantly improve my lung function starting within five minutes. symbicort doesn't replace a rescue inhaler for sudden symptoms. with symbicort, today i'm breathing betr. and that means...fish on! symbicort is for copd including chronic bronchiti and emphysema. it should not be taken more than twice a day. symbicort may increase your risk of lung infections, osteoporosis, and some eye problems.

tell your doctor if you have a heart condition or high blood pressure before taking it. with copd, i thought i'd miss our family tradition. now symbicort significantly improves my lung nction, starting within 5 minutes. and that makes a difference in my breathing. today, we're ready for whaver swims our way. ask your doctor aut symbicort. i got my first prescription free. call or cck to learn more. [ male announcer ] if you n't afrd your medication, astrazeneca may be able to help. charles: now that you know how to pitch a stock, next, the top stock picks for the day, that an

♪ charles: possibility of limited strikes on syria to revised economic growth at home, the panel is back with marching

orders for what you need to know before tomorrow's opening bell. scott martin, sam of s&p capital iq, and phil silverman of kings view capital. you guys, starting with you, martin, i think, scott, you talked about the retailers, i think, in the first part, but i got to tell you something. last week, the retailers were crushed, but this morning, express, after the bell guests, maybe the consumers' not tapped out after all? >> no, i don't think they are quite tapped out yet, charles. the question is, how much is left, though? the job market is such and hourly earnings such where they are not rising. we create 170,000 jobs a month, and hat's not pushing up wages. that's a tough road to hoe for the consumer. the economic data, i'm there's a report tomorrow, charles, on gdp, the second revision. it's really a big look at look at gdp. it's the pivot point.

gdp came out last month hotter than expected, look at the second pivot point here to see where the gdp's going, up or down, and it's got a big consumer number in there, buddy. watch that. consumers drive 70% of the economy, and if gdp's going up, it's because the consumer's going up. charles: handicap it for us. the number, if below, what's it mean for the market. if it's above, what's it mean for the market? >> yeah, so, listen, if it's below, it's not good news because we saw recent numbers on durable goods, recent numbers on capital expenditures that don't look good, but below the market, it's probably not going to like it, but if there's a number, say, you know, in the neighborhood of 1.5-2% growth, again, loking back at the second quarter, that's good. know where you are withing, the federal reserve, you know, but, golly, i wish it didn't exist. it's on my nerves,he fed game the market's playing, good news is bad news, and bad news would be good news to scott's point. >> yeah. charles: what are we looking for

here? i sense sometimes, guys, these days, the market moves up on bad news and rolls with or without the fed. >> people are trying to game the fed. if gdp's better than expecte maybe the fed tapers more -- charles: takes away the punch bowl. >> at the end of the day, a stronger gdp over the longer term, not thinking about what happens in the september is a good thing. charles: in other words, we actually should root for good things? >> we want to root for a gdp because -- over 2 #%. we don'twant to see it get down into the single digits. charles: think about it, a good gdp of over 2%. i mean, this is america, come on, now. i mean, we've gotten, sam, i used to joke around the fact that we came out of the recession, we learned how to celebrate mediocrity. you remember the green shots, that stuff, rationalizing the fact there's a sloppy post recession recovery. how long can we get away with that?

>> well, we got away with it for tour years, it's a half speed recovery, only looking at about -- normally, we see six-plus percent in te first year, and only three-plus percent, treading at half speed pace in the subs qentd three years. the real question is, as philip mentioned, we want a number better than 2%, our guess is 2.3% because that, i think, can help define where the 10-year note should be yielding once the fed removed all that stimulus. charles: 2.3 tomorrow, your technician said today was to the upside. what stock do you look at? >> johnson ontrol, ticker jci, in the auto parts area, and with 14.5 million cars sold this year, expected 15.5 next year, and also with 11 years the average age, oldest on record, we still think there's upside potential. charles: there's a home building segment, though, that for a while was a saving grace.

do you think that holding them back at all, or you like the building boom sufficient enough? >> there's sufficiently position properly in our opinion looking for 18% growth. our target is $48 a share, trading in the high 41, about $42 a share, and let's face it. i go for both belt and suspenders ranked highest by s&p capital iq analysts as well as quantitative or black box system. charles: they survive the crashes. phil, you're not a stock guy, but give us a feel of what investors should feel going into tomorrow's session? >> what i think for people is to have ppotection to the downside in the event -- we don't know, syria could be bombedded tonight, tomorrow, and we also have, like i said, the fed coming up and the debt ceiling, have a way to protect the portfolio in the event the market comes down so what we're recommending to some people is to buy an auction on the s&p and finance that by selling a call option, a, you know, maybe 3% or

4% above the portfolio so that, essentially, if the market goes up, you get 3-4% of upside and basically give that away beyond that, and so you're not paying any extra money for the downside protection. charles: at the same time, allows you to sleep better, particularly, as the market becomes volatile. >> absolutely. it lets you hang on to the companies that you like and the portfolio without making big changes. it's a little something you can do to withstand the potential volatility. charles: let's face it, it's september, a lot of anxiety out there. stock, what stocks should people look at inthe morning? >> well, listen, i tie it, charles, to what we talked about earlier, which is gdp. face it, sports fans, why is gdp going up? if not because of the consumer, it's because of the xsports, the united states is better. exports a drag on gdp, and well, guess what? we're exporting more oil than we ever have, and so that's all the stuff that's going on in the

dakotas, especially, so let's get exposure there. mlpa, charles, is a global x, an etf company, a global x etf, they do production, exploration, refining, transportation, the storage of natural resources like the oil and gas they are doing up in the dakotas because that business is booming, creating jobs, and there's, you know, tons of people moving in the area to work there. there's a lot of good spots to get money as far as exposure to the market, but an industry that's growing, not languishing like others out there. charles: guys, listen, tremendous advice, appreciate it, scott, sam, phil, you're the best. hope to see you soon. i'm back soon with my money making idea of the evening and the answer to the quiz today. do you know where this is? do you know why you should know? stay with us. ♪

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they have great operating margins great strong cash flow, no debt, great execution, they ar right, the stock makes as a technical break out through 23, then 26 and 30. now answer tonightly quiz. where in the world is this and middle class is double there in last decade, close to 100 million amazing growth story, brazil, third biggest city, bella rosa. it does mean beautiful bello horizonte . they love harley-davidson down there and whirlpool, this market ripe for student student, coming

up tomorrow, question, are we headed for an inevitable crash? a lot of people saying we'll crash. kyle harrington is one of them his predict. >> good evening, i am lori roth man in for lou dobbs, president obama making silence on what his administration plans to do in response to syrian regime chemical weapon attack, president obama say he has not made a decision on a military strike but he had this to say to those opposed to taking action. on program bs about an hour -- pbs about an hour ago. >> we can take limited tailored approached not getting drawn into a long conflict, if we're saying in a